之前牛市周期中表现最好的山寨币主导了社交媒体的关注度
XRP和较旧的山寨币的关注度在过去 24 小时内显着增长。这一次，该列表包括较旧的硬币和代币，在模因热潮之后重新进入考虑范围。 Kaito 的关注度指标是衡量所有资产社交媒体曝光度的及时指标之一。
XRP上涨恰逢社交媒体关注度日涨幅最大的时期。然而， XRP并不是旧牛市中唯一获得关注的资产。一些代币和代币的知名度不断提高，取代了模因代币明星。
虽然最受关注的仍然是Solana (SOL)，但Avalanche (AVAX)、Hedera (HBAR) 和Litecoin (LTC) 等之前的涨幅者也出现了复苏。尽管如此，与XRP相比，所有这些代币的关注度都较弱。
XRP目前在思想占有率方面排名第一。
是的，你没看错。 pic.twitter.com/bSKheApH5C
— Kaito AI 🌊 (@_kaitoai) 2024 年 12 月 2 日
There is no consensus on which narrative will emerge as the most appealing for investors, but older tokens show they can still rally in a way similar to meme assets.
In contrast, former social media star Popcat (POPCAT) saw its sentiment measure diminish, with its mindshare metric shrinking in the red for the first time in five months.
The latest shift of attention to older altcoins follows a recent focus on AI agents and AI content accounts. The move into “dinosaur altcoins” shows a taste for risk for any and all coins and tokens, with the expectation of briefly outperforming BTC.
Sentiment shifts closer to altcoin season
In 2024, the focus on meme tokens caused speculation that some assets would never recover their previous highs, or even rally again.
However, the biggest gainers since the US Presidential election rally were the most unexpected coins and tokens. In addition to XRP, the biggest gainers also included tokens with large communities and established cults of followers over the years.
The list of projects includes Stellar (XLM), Algorand (ALGO), Hedera (HBAR), Cardano (ADA), and even IOTA. Those projects all had triple-digit gains since November 6, far outperforming the 37% gains for BTC. The recent rally for the so-called “dinosaur altcoins” showed the main volumes are flowing into XRP, XLM, ADA, and a handful of other assets.
If these coins and tokens begin to slide, the earnings may roll over to another batch of altcoins and tokens.
The projects on the list had ambitious goals of onboarding businesses, finance services, or serving as the platform for the Internet of Things (IOTA). While most of the promises remained unfulfilled, those platforms also retained their long-term true believers.
Altcoin season index just below cut-off line
The rising mindshare for older altcoins coincides with the growing altcoin season index. The index measures how much the top 100 altcoins and tokens outperform BTC.
The index took a week to rally from under 50 points to 73 points on December 2. The altcoin season index has a cut-off of 75 points to announce the official cut-off level.
The index growth also coincided with an uptick in Google searches for “altcoin season.” Interest grew from 4 points in October to 100 points in December, as hopes for more actively growing assets increased. The altcoin “buy” signal based on Dune Analytics data is also pointing to a cautious expectation for outperforming BTC.
Altcoin season traditionally follows a BTC all-time high and subsequent lowering of BTC’s dominance. Just days after achieving peak dominance, BTC fell to 55.8% of the total crypto market capitalization. The conditions seem to align for an altcoin rally, as trading volumes shifted to other markets.
The appeal of altcoins is in their well-established status and liquid listings. For now, even the best outperforming meme tokens only last for a few days. Altcoins, on the other hand, have gone through a long period of accumulation, and are starting to form vertical rallies.
One of the setbacks for altcoins may be long-term holders turning into sellers after waiting for years to breakeven or make a profit. An altcoin season may only last a few months, but it is a risky and active time for trading.
Before altcoins started their vertical trajectory, attention also turned to other sources of growth. NFT and NFT markets increased their mindshare. Tokenless projects with the potential for an airdrop also received more social media mentions.
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